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75 Prospect St, Suite 402C, Huntington, NY 11743 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
75 Prospect St, Suite 402C, Huntington, NY 11743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Orlando | FL | 03/2010 | 03/2026 |
| Schwab Wealth Advisory Inc | Orlando | FL | 05/2012 | 03/2026 |
| Eagle's Crest Advisors, Llc | Sanford | FL | 03/2026 | Present |
1) Retreat at Oregon Home Owners Association | Investment Related:No|Other|President|11/7/2025|Less than 20|0|Ensuring the well being of the community and participating in meetings several times a year. No financial services or investment related responsibilities besides choosing landscaping vendors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-12 |
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